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Brad Somma

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Brad Somma

Managing Partner | Charter Oak Financial

United States

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Brad Somma

Summary

Brad Somma is a seasoned financial services professional with a robust background in leadership roles within the industry. As the Managing Partner at Charter Oak Financial since 2020, he has demonstrated a commitment to guiding clients through complex financial landscapes. Prior to this, he held significant positions at Massmutual Greater Long Island and New York Life Insurance, showcasing his extensive experience in management and partnership roles. Brad's educational foundation from Middlebury College complements his practical expertise, positioning him as a knowledgeable leader in financial services. His career reflects a consistent trajectory of growth and influence in the financial sector, making him a valuable asset to any organization. He is known for his strategic thinking and ability to foster strong client relationships. With a focus on delivering innovative financial solutions, Brad is dedicated to empowering individuals and businesses alike. His journey illustrates a passion for financial literacy and client advocacy.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Brad Somma

Work Experience

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Managing Partner at

Charter Oak Financial

January 2020 - Present

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Managing Partner at

MassMutual

January 2012 - January 2020

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Managing Director at

Charter Oak Financial

October 2008 - December 2011

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Partner at

New York Life Insurance Company

March 2005 - October 2008

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Financial Services Professional at

New York Life Insurance Company

January 2002 - March 2005

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Brad Somma

Education

Middlebury College

January 1994 - January 1998

Frequently Asked Questions about Brad Somma

What is Brad Somma email address?

Brad Somma's primary email address is ******@charteroakfinancial.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Brad Somma work for?

Brad Somma is a Managing Partner at Charter Oak Financial, a company specializing in Monetary Authorities-Central Bank.

Where Brad Somma graduated from?

Brad Somma holds a degree in from Middlebury College.

How can I directly contact Brad Somma?

To contact Brad Somma directly, you can use the email address ******@charteroakfinancial.com. Complete contact information is available upon registration with Muraena.

Who is Brad Somma?

Brad Somma is a seasoned financial services professional with a robust background in leadership roles within the industry. As the Managing Partner at Charter Oak Financial since 2020, he has demonstrated a commitment to guiding clients through complex financial landscapes. Prior to this, he held significant positions at Massmutual Greater Long Island and New York Life Insurance, showcasing his extensive experience in management and partnership roles. Brad's educational foundation from Middlebury College complements his practical expertise, positioning him as a knowledgeable leader in financial services. His career reflects a consistent trajectory of growth and influence in the financial sector, making him a valuable asset to any organization. He is known for his strategic thinking and ability to foster strong client relationships. With a focus on delivering innovative financial solutions, Brad is dedicated to empowering individuals and businesses alike. His journey illustrates a passion for financial literacy and client advocacy.

Brad`s contact details

mail

******@charteroakfinancial.com

******@finsvcs.com

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